Welcome to our beta guide for the Voice to Chart feature! With the current version of this feature, you can upload an audio file to a chart and Jane will use it to create a summary in the form of a SOAP note. Pretty handy! With Voice to Chart, you don’t have to split your focus between taking notes and staying present with your patients or clients.
This is an experimental feature, meaning the functionality, availability, and cost could all change. We’ll be adding and making changes to this feature so we want to hear any and all feedback you have. We’d love your thoughts on anything from the accuracy of the AI-generated SOAP note summaries, to your overall experience with the feature, to what you wish the feature could do.
Let’s get started!
Using Voice to Chart
To start, you’ll head to your patient’s charting area either from their profile or the Day View.
Next, you’ll click the Voice to Chart button, confirm that all parties in the recording have consented, and then click Upload Audio file.
You can upload any of the following file types: mp3, mp4, m4a, wav, or webm
Next, select the file from your device and let Voice to Chart work its magic. ✨
📣 Jane tip: We recommend storing your audio files in a secure program, or deleting them from your device once you’re finished with them, since they contain PHI.
You’ll notice an orange banner at the top of the screen that will let you know when your file is finished uploading. You can navigate away from this patient’s charting area and work on something else. The banner will stick around and turn green with a link to view the chart when it’s ready.
Editing your chart
Once your file is finished uploading, you can view and edit both the transcript and the summary.
You’ll see the transcript as a file attachment in the chart draft. You can download it, or click on the file to view the transcript. If you prefer not to include it in the chart, use the three dots in the corner to delete it.
You can also click into the SOAP note field and make any edits before saving your chart.
Lastly, you can add more chart parts to this entry, but you won’t be able to upload a second audio file to the same chart. Uploading an audio file always creates a new chart draft.
Congrats, you’ve made your first Voice to Chart summary!
FAQ
Can I upload multiple audio files at the same time?
No, you can only upload one file at a time. When a file is uploading, you’ll see the banner along the top of the page so you’ll know right away when your file is finished and you can upload another.
Can I upload multiple files to one chart?
Uploading an audio file always creates a separate chart draft, so you will only be able to upload one audio file per chart entry.
Will I see the banner if another practitioner is uploading a file?
No, you’ll only see the banner when you are uploading a file.
Can I navigate away from the charting area while a file is uploading?
Yes, and you’ll still see the banner with a link to view the chart entry once it’s finished.
What file types are supported?
You can upload any of the following file types: mp3, mp4, wav, m4a, and webm.
What is the maximum file size?
The maximum file size is 200MB.
Can I upload a recording of a group appointment?
Currently, Voice to Chart isn’t as accurate with audio of multiple patients, so we recommend either sticking with dictation from the practitioner, or a conversation between one patient and their practitioner.
Does it work for online appointments?
Great question! The tricky part about group appointments is getting a recording of both the patient and practitioner, since they’re not in the same room. If you can record both the voice of the practitioner and patient in the session, then you can try uploading it to see what happens, but this is not a workflow that has been extensively tested.
Where can I learn more about Jane’s use of AI?
Our AI principles guide is a great place to start. It goes into detail about what our guiding principles are when creating AI-powered solutions for clinics. And of course, if you have any questions, you can always reach out at [email protected].